CWS
MKL icon

Confluence Wealth Services’s Markel Group MKL Stock Holding History

Confluence Wealth Services’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-20
Closed -$24K – 794
2021
Q4 		$24K Buy
+20
New +$25.2K 0.01% 681

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Confluence Wealth Services's MKL Position: Q1 2022 in Review

Confluence Wealth Services sold out of Markel Group (MKL) in Q1 2022, closing a stake of 20 shares — an estimated $24K sold.

Confluence Wealth Services first reported a position in MKL in Q4 2021 and held it in 1 quarter. The position peaked at $24K in Q4 2021. 638 funds tracked by Wall St. Rank hold MKL as of Q1 2022.

  • Confluence Wealth Services reported no remaining Markel Group position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 20 Markel Group shares in Q1 2022, an estimated $24K.
  • Confluence Wealth Services first reported a position in Markel Group in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Markel Group position peaked at $24K in Q4 2021.
  • 638 funds tracked by Wall St. Rank held Markel Group as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.